Katie Bunker joined Waverly Advisors in August and serves in a client service support role, where she assists advisors and clients with scheduling appointments, opening new accounts, and facilitating money movement. With one year of experience in the financial services industry, Katie brings a thoughtful, organized approach to helping clients feel supported and informed.
Originally from Ohio, Katie graduated from Miami University in Oxford with a degree in Middle Childhood Education. She now lives in Cincinnati with her husband and their three energetic boys. Outside of work, she’s an active volunteer at her sons’ school and loves diving into a good book whenever she gets the chance.
Ask her about what she’s reading—or anything about her kids—and you’ll see her light up.
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